Provide virtual tax consultations to military members and their families regarding tax filing questions and military-specific tax implications. Manage participant caseloads, interpret tax regulations, and deliver individualized recommendations while maintaining accurate documentation.
The specialist serves as a regional liaison to manage outreach initiatives, assess community needs, and improve awareness of Military OneSource services. They are responsible for building professional relationships with military leadership and stakeholders to facilitate access to resources.
Provide personal and family financial readiness counseling to military service members and their families through secure virtual platforms. Manage participant caseloads while delivering unbiased financial education to help clients achieve their financial goals and wellness objectives.
The Military Outreach Specialist serves as a liaison between military communities and program leadership to improve awareness and utilization of Military OneSource services. They are responsible for assessing regional needs, developing outreach strategies, and maintaining professional relationships with stakeholders.
Provide front-line operational support to Veterans by directing them to appropriate resources for their questions and concerns. Accurately document interactions in a CRM system while maintaining confidentiality and professional standards.
